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29 Sep Endowment Index™ Posts Gain for Last Week: +4.07% in Q3; +13.37% YTD in 2017

Posted at 21:18h in Endowment Index™ by Admin 0 Comments

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The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) ended today at 1215.48, rising from last Friday’s close of 1,214.15. The close of trading today marks the end of the 3rd quarter. On a preliminary basis,...

21 Sep Could Endowments Do Better With an All-ETF Portfolio?

Posted at 22:03h in Investing by Admin 0 Comments

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The $37.1 billion Harvard endowment reported results of 8.1% return for their fiscal year ended Small- and mid-sized endowments and foundations without economies of scale and access to star managers...

01 Sep U.S. Markets Shortened Settlement to “T+2” Begins Tuesday

Posted at 19:59h in Financial Markets by Admin 0 Comments

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When you return from the long Labor Day holiday, your securities transactions in equities, corporate or municipal bonds, unit investment trusts, and any securities comprised of these security types will be subject...

18 Jul The Other 496 S&P Stocks

Posted at 16:09h in Uncategorized by Admin 0 Comments

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In an article from the Wall Street Journal, Justin Lahart describes how the immense growth of Amazon, Apple, Google parent Alphabet, and Facebook has been propelling a substantial portion of...

10 Jul Endowment Index™ Gains 3.80% in Q2; + 8.94% YTD

Posted at 18:17h in Endowment Index™, Recent News by Admin 0 Comments

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Led by private equity and broad-based global equities, the Endowment Index™calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in...

07 Jun On Honesty, Do Robos have an Edge on Humans?

Posted at 16:39h in Investing by Admin 0 Comments

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Summary: In a fiduciary world, well-designed digital advice will outperform humans, argues UPenn legal expert. It's becoming a common refrain: The hybrid adviser model is the future of the business. Experts have...

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29 Sep Endowment Index™ Posts Gain for Last Week: +4.07% in Q3; +13.37% YTD in 2017

21 Sep Could Endowments Do Better With an All-ETF Portfolio?

01 Sep U.S. Markets Shortened Settlement to “T+2” Begins Tuesday

18 Jul The Other 496 S&P Stocks

10 Jul Endowment Index™ Gains 3.80% in Q2; + 8.94% YTD

07 Jun On Honesty, Do Robos have an Edge on Humans?

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